2020-12-01T00:00:00-0500

2020-12-01T00:00:00-0500

5th Annual Private Wealth West Forum Seattle | December 1, 2020 Request Agenda


The 5th Annual Private West Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Northwest Region.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.



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REQUEST AGENDA

Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months 
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit. 

 

How to Best Take Advantage of Opportunistic Alternative Investments 

The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally. 

 

Fixed Income: Realistic Expectations and Ways to Enhance Returns

Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.

 

Global and Local Equities and Their Impact on Portfolios

       The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing        crisis of 2008, central banks are firm in their stimulus efforts. 

 

Evaluating Real Assets and Real Estate Investment Strategies

This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.

Opportunities in the Current Alternative Bucket 

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.

 

The Future of Asset Allocation and Family Governance 

With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives. 

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird 800 04/09/20
Level 1 1,100 06/12/20
Level 2 1,400 08/14/20
Level 3 1,700 10/09/20
Level 4 2,000 12/01/20

VENUE


Sheraton Seattle Hotel
1400 Sixth Avenue
Seattle, WA
United States 98101
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]